Airbus is in the midst of planned production increases of single-aisle jets, but faces growing concern over manufacturing supply chains
Jefferies analyst Chloe Lemarie this week estimated total quarterly deliveries of 139 aircraft but said “production challenges” and demand were under scrutiny.
It has said it is asking suppliers to be ready for output of 70 a month by the first quarter of 2024, if a decision to raise output again is taken, while exploring rates up to 75 by 2025. Bloomberg News reported this week that Airbus may delay a planned increase in A350 production because of Russian sanctions and the dispute with Qatar Airways, which is refusing to take A350s in a row over damage to the surface of the jets.
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